See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,916 | $110,502-64.8% | $80,716-51.8% | $167,490-76.8% |
| Participation rate | 77.8% | 64.0%+13.8pp | 54.2%+23.6pp | 82.1%-4.3pp |
| Annual return | 13.52% | 120.54%-107.0pp | 87.28%-73.8pp | 478.56%-465.0pp |
| Employer contribution / active EE | $782 | $1,543-49.3% | $1,160-32.6% | $4,837-83.8% |
| Participant deferral / active EE | $6,398 | $2,871+122.9% | $2,146+198.2% | $6,341+0.9% |
| Admin fee / account holder | $465 | $4,545-89.8% | $3,380-86.3% | $12,309-96.2% |